{"id":3182621,"url":"https://alion.io/job/lgt-paraplanner","title":"Paraplanner","company":{"id":184821,"name":"LGT","domain":"lgt.com","url":"https://alion.io/company/lgt-private-banking","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":80,"open_postings":11,"ghost_share":0,"stale_share":0.818,"repost_share":0,"time_to_fill_p50_days":35,"computed_at":"2026-10-26T05:57:25Z"}},"role":"Sales","role_family":"Sales","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["London, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-10-23T22:07:30Z","employer_posted_date":"2026-10-23","last_verified_at":"2026-10-24T02:46:57Z","board_verified":false,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol and Manchester. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs.\nOur mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £30 billion in funds under management and circa 700 staff.\nJob Description\nThe Wealth Planning team is responsible for the provision of comprehensive financial planning advice to individuals, companies, partnerships and trusts. We work with our clients to create bespoke financial plans, considering the whole of the market in order to find the best financial planning solutions. We are involved in a broad range of activities including:\nCash flow analysis\nPsychometric risk profiling\nRetirement planning\nPension aggregation\nIncome tax planning\nInheritance tax planning\nBusiness planning\nProtection for death and illness\nLong term savings and investments\nOffshore and international planning for non-domiciled and non-resident clients\nVenture Capital Trust, Enterprise Investment Scheme and Business Relief advice\nBrief Role Objective:\nThe primary role of the Paraplanner is to provide a full professional and technical support function to Wealth Planners in meeting the client’s financial objectives. The Wealth Planners supported by this role are based across LGT’s UK regional offices in London, Bristol, Birmingham, Edinburgh, Manchester and Leeds. The Paraplanner will be based in London and must be comfortable providing effective support remotely, if required.\nThe Paraplanner is responsible for delivering allocated paraplanning work accurately and within agreed timescales. They will develop their technical judgement through standard advice cases, identify missing information or potential issues early, and seek guidance or escalate matters where a case requires more advanced analysis.\nThe Paraplanner may also be required to carry out other duties allocated to them by Wealth Planners, Compliance team, Administration Manager or Paraplanner Manager to meet the wider needs of the Wealth Planning team.\nKey Responsibilities:\nPreparation and Maintenance of Client Files\nCollect and analyse client’s financial information and work with Wealth Planners to determine strategies for meeting the client’s financial objectives.\nEnsure that all compliance documentation is recorded in line with LGT Wealth Planning’s procedure manual and FCA guidelines.\nAccurately record client information and documentation within ‘Intelligent Office’ back-office management system.\nIdentify and obtain the information necessary to complete a cash flow model (if required).\nCashflow Planning (if required)\nInterpret data received from the client and build a cash flow model using our cash flow modelling tool.\nEnsure that all data input into the cash flow modelling tool is accurate and correct.\nBuild the cash flow model with consideration to the client’s financial circumstances and objectives.\nPrepare an analysis document which details the outputs and key findings from the modelling, in line with the requirements of the Senior/ Wealth Planner and client.\nAdvice and Recommendation\nManage standard advice cases in line with agreed processes and timescales, producing accurate research, calculations and reports. Contribute to bespoke or complex cases with guidance from a Senior Paraplanner or Technical Specialist and promptly identify matters requiring escalation.\nThe Paraplanner may attend client meetings with the Wealth Planner (as required).\nResearch and record all technical and product data relevant to the client and to the specific advice we are providing.\nResearch should be undertaken both independently and alongside the Wealth Planner.\nProvide technical support to Wealth Planners regarding specific queries relating to the advice we are providing.\nAnalyse the client’s existing products/ financial arrangements to determine suitability in meeting the client’s objectives.\nWork with Wealth Planner to identify suitable solutions to meet the client’s objectives.\nUndertake financial calculations relevant to the financial advice.\nManage the preparation and completion of comprehensive financial advice letters and suitability reports in line with LGT Wealth Planning’s procedure manual. Ensuring any recommendations are detailed in a clear, concise, jargon free manner. This would include (but not limited to) retirement planning, estate planning, cash flow reports, or financial strategy plans.\nEnsure that all client data detailed in our financial advice letters and suitability reports is accurate and correct.\nEnsure that the correct advice sign off is obtained prior to issuing the financial advice letters and suitability reports.\nLiaise with the client’s LGT investment manager, legal advisor, accountant and tax advisers, etc (where applicable).\nOversee Implementation of Recommendations\nTake responsibility for completing the paraplanning elements of the advice file and checking that the required information and documentation are in place before it is passed to the Administration Manager for new business submission.\nOverseeing completion of application forms by the administration team before being issued to the client.\nWorking closely with the administration team to oversee implementation of the agreed recommendations\nPrepare for client reviews\nAct as main point of contact with providers / third parties.\nWhere required update existing cash flow models.\nResearch and record on file technical and product data relevant to the client’s annual review.\nAdministration\nAlthough the team has an administration team primarily responsible for liaising with third party suppliers; the onus is on the Paraplanner to ensure the administration is completed in a time-efficient manner. This may involve letter writing, chase letters of authority, and chasing information from third parties.\nIn the absence of the administration team, the Paraplanner will be expected to undertake their own administration.\nRequirements\nKnowledge and Qualifications\nCII Diploma in Regulated Financial Planning or equivalent level 4 financial planning qualification.\nCompleted or working towards the level 6 Advanced Diploma in Regulated Financial Planning.\nThree years or more of recent, comprehensive and well-rounded technical paraplanning experience. Candidates with less experience will be considered provided they can demonstrate they meet the requirements of the Paraplanner role.\nSkills and Attributes:\nExcellent understanding of the financial planning and the regulatory advice process is essential.\nExcellent understanding of the compliance requirements within a financial planning team.\nGood knowledge of financial planning products and how to assess suitability relative to the client’s objectives.\nAbility to produce bespoke advice reports in clear and concise manner.\nMethodical and practical approach to work and delivering of financial advice.\nGood planning and organisational skills and able to prioritise own workload and meet agreed deadlines.\nAbility to manage expectations for both internal and external parties.\nKeep up to date with regulatory and legislative changes.\nContinue to maintain a high level of technical financial planning knowledge.\nBe honest and have integrity.\nAttention to detail.\nPractical experience using Voyant to build, check and explain cashflow models.\nExperience of Intelligent Office (iO), Synaptics Research, Defaqto Engage and IRESS Exchange would be preferable.\nAdvanced Microsoft excel skills would be desirable.\nContact Information\nWe are looking forward to receiving your online application.\nFor any further information please do not hesitate to contact us.\nLGT Wealth Management UK LLPHuman Resources\nKatie Walker","description_format":"text","description_chars":8601,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-23T22:07:30Z"}],"visa":[],"liveness":{"score":57,"band":"ok","label":"Likely open","p_open":0.9,"p_active":0.632,"p_room":1,"age_days":2,"expected_fill_days":35,"reasons":["conf:51","stale_co","velocity","win:early"],"computed_at":"2026-10-26T05:57:25Z"},"pay":null,"html_url":"https://alion.io/job/lgt-paraplanner","json_url":"https://alion.io/job/lgt-paraplanner.json","meta":{"generated_at":"2026-10-26T20:43:26Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":27836,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-27T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":184821},"rest":"https://alion.io/mcp/rest/get_company?id=184821"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Flgt-paraplanner"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Flgt-paraplanner"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Flgt-paraplanner"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/lgt-paraplanner\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Flgt-paraplanner"}]}